Learn how to use Klavis to connect your AI application to Salesforce MCP Server
Tools Information
Tool Name | Description |
---|---|
salesforce_get_accounts | Get accounts with flexible filtering options including name search, industry, and type. |
salesforce_create_account | Create a new account in Salesforce. |
salesforce_update_account | Update an existing account. |
salesforce_delete_account | Delete an account. |
salesforce_get_contacts | Get contacts with flexible filtering options including name, email, and title search. |
salesforce_create_contact | Create a new contact in Salesforce. |
salesforce_update_contact | Update an existing contact. |
salesforce_delete_contact | Delete a contact. |
salesforce_get_opportunities | Get opportunities, optionally filtered by account, stage, name, or account name. |
salesforce_create_opportunity | Create a new opportunity in Salesforce. |
salesforce_update_opportunity | Update an existing opportunity. |
salesforce_delete_opportunity | Delete an opportunity. |
salesforce_get_leads | Get leads with flexible filtering options including name, company, email, and industry search. |
salesforce_create_lead | Create a new lead in Salesforce. |
salesforce_update_lead | Update an existing lead. |
salesforce_delete_lead | Delete a lead. |
salesforce_convert_lead | Convert a lead to account, contact, and optionally opportunity. |
salesforce_get_cases | Get cases with flexible filtering options including subject search, account, status, priority, and type. |
salesforce_create_case | Create a new case in Salesforce. |
salesforce_update_case | Update an existing case. |
salesforce_delete_case | Delete a case. |
salesforce_get_campaigns | Get campaigns, optionally filtered by status or type. |
salesforce_create_campaign | Create a new campaign in Salesforce. |
salesforce_update_campaign | Update an existing campaign. |
salesforce_delete_campaign | Delete a campaign. |
salesforce_query | Execute a SOQL query on Salesforce |
salesforce_describe_object | Get detailed schema and field information for any Salesforce object. |